- Citigroup (New York, NY)
- …+ Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools ... family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive… more
- Citigroup (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)… more
- Citigroup (New York, NY)
- …with client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...and in line with the fundamental interests of the Citi Private Bank . + Help… more
- Citigroup (New York, NY)
- …successful candidate will also be crucial in fostering deep partnerships with geographic Private Bank (CPB) heads and management to strategically grow GCS, ... Program, including driving significant business development efforts. + Collaborate with regional private bank teams and geographic CPB heads and management to… more
- Citigroup (New York, NY)
- …Tableau and SQL; CCAR and loss forecasting models; Domain knowledge of US private banking and wealth management; and Risk project management. Applicants submit ... and manage risk appetite across all risk categories within Citi 's US Personal Banking (USPB) business. Compare models using...and operational risk data management and modeling for a bank . Alternatively, employer will accept a Bachelor's degree in… more
- Citigroup (New York, NY)
- …client capital + Key stakeholders include coverage leads (Corporate, Commercial, Private Bank , Financial Institutions), product heads (Markets, Banking, ... team is focused on enhancing the client management dimension across all of Citi , delivering timely and accurate client financials and providing insight into client… more